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Wellspring Financial Advisors’s Tesla TSLA Stock Holding History

Wellspring Financial Advisors’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.32M Buy
22,223
+1,425
+7% +$567K 0.15% 60
2026
Q1 		$1.53M Sell
20,798
-5,265
-20% -$2.17M 0.11% 72
2025
Q4 		$2.5M Buy
26,063
+8,555
+49% +$3.79M 0.2% 49
2025
Q3 		$1.63M Buy
17,508
+2,169
+14% +$752K 0.15% 50
2025
Q2 		$1.18M Sell
15,339
-5,953
-28% -$1.79M 0.12% 61
2025
Q1 		$826K Buy
21,292
+6,784
+47% +$2.26M 0.09% 60
2024
Q4 		$1.33M Buy
14,508
+2,357
+19% +$758K 0.14% 53
2024
Q3 		$858K Buy
12,151
+9,353
+334% +$2.13M 0.1% 61
2024
Q2 		$554K Sell
2,798
-922
-25% -$161K 0.08% 79
2024
Q1 		$654K Buy
3,720
+429
+13% +$83.8K 0.1% 61
2023
Q4 		$818K Buy
3,291
+390
+13% +$92.7K 0.2% 55
2023
Q3 		$726K Buy
2,901
+319
+12% +$81.9K 0.21% 54
2023
Q2 		$676K Buy
2,582
+948
+58% +$190K 0.19% 53
2023
Q1 		$339K Sell
1,634
-1,161
-42% -$203K 0.1% 79
2022
Q4 		$344K Buy
2,795
+1,200
+75% +$227K 0.11% 76
2022
Q3 		$423K Buy
1,595
+56
+4% +$15.6K 0.16% 55
2022
Q2 		$345K Buy
1,539
+6
+0.4% +$1.64K 0.12% 59
2022
Q1 		$551K Buy
1,533
+60
+4% +$18.7K 0.16% 52
2021
Q4 		$519K Buy
1,473
+321
+28% +$108K 0.14% 56
2021
Q3 		$298K Buy
1,152
+186
+19% +$43.8K 0.09% 77
2021
Q2 		$219K Buy
+966
New +$210K 0.07% 86

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Wellspring Financial Advisors's TSLA Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Tesla (TSLA) stake by 6.9% in Q2 2026, buying an estimated $567K and bringing the position to 22,223 shares worth $2.32M. The position accounts for 0.15% of the portfolio, ranked #60.

Wellspring Financial Advisors first reported a position in TSLA in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.5M in Q4 2025. 1,459 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Wellspring Financial Advisors held 22,223 shares of Tesla worth $2.32M as of Q2 2026.
  • Wellspring Financial Advisors bought 1,425 Tesla shares in Q2 2026, an estimated $567K.
  • Tesla made up 0.15% of Wellspring Financial Advisors's portfolio in Q2 2026, its #60 holding.
  • Wellspring Financial Advisors first reported a position in Tesla in Q2 2021 and has held it in 21 quarters since.
  • Wellspring Financial Advisors's Tesla position peaked at $2.5M in Q4 2025.
  • 1,459 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.